Job Description:
Client Acquisition & Onboarding: Find and onboard recent retail customers through local networking, referrals, and direct outreach.
Portfolio Management: Maintain long-term relationships with retail clients and act as their main point of contact for daily banking and financial needs.
Financial Advisory: Assess customer goals to recommend appropriate banking products, such as savings accounts, loans, investments, or insurance.
Cross-Selling & Targets: Meet business growth and sales targets by promoting additional bank services to existing clients.
Service Coordination: Work with internal credit, operations, and support teams to ensure smooth transaction processing and issue resolution.
Compliance & Records: Keep accurate customer records in CRM tools and follow regulatory guidelines and bank policies.
📌 Relationship Manager Retail Maharashtra
🏢 equitas small finance bank
📍 Maharashtra
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